Beam Wealth Advisors, Inc. Ishares Core High Dividend ETF Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 49,841 shares of HDV stock, worth $5.87 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
49,841
Previous 197,716
74.79%
Holding current value
$5.87 Million
Previous $23.3 Million
75.94%
% of portfolio
1.83%
Previous 7.14%
Shares
9 transactions
Others Institutions Holding HDV
# of Institutions
852Shares Held
46.3MCall Options Held
92KPut Options Held
12.3K-
Bank Of America Corp Charlotte, NC4.69MShares$552 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.15MShares$371 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$354 Million6.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.38MShares$280 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$245 Million0.05% of portfolio